The Rowe Family Charitable Trust

NEWTON, MA EIN: 04-6869589

The Rowe Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 7 grants totaling $41K. Net investment income was $332K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.1M

+37.1% YoY

Annual Giving

$41K

-49.5% YoY

Grant Count

7

-36.4% YoY

Avg Grant Size

$6K

-20.7% YoY

Under IRS private-foundation payout rules, The Rowe Family Charitable Trust reported a distributable amount of $51K for 2024 — the minimum it must pay out in qualifying distributions.

About The Rowe Family Charitable Trust

Based on IRS filings

The Rowe Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 7 grants totaling $41K. Net investment income was $332K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Cities

BostonBurlingtonCambridgeConcordEdwardsGreshamJamaica PlainMontgomeryNewtonNewton CentreNewtonvillePortlandWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$114K$227K$341K$454K20202021202220232024
Metric202420232022
Total Assets$1,085,470$791,858$788,531
Revenue$413,093$126,846$-30,916
Expenses$49,762$92,833$68,277
Qualifying Distributions$41,400$82,000$47,000
Net Investment Income$332,301$75,777
Distributable Amount$50,741$47,970$52,229

Giving Over Time

Total grant dollars and number of grants per year

$0$21K$41K$62K$82K4 grants202011 grants20218 grants202211 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

MARGARET FULLER NEIGHBOR…$10KUNITED WAY EAGLE RIVER V…$10KOREGON COMMUNITY FOUNDAT…$5KNEWTON PUBLIC SCHOOLS$5KWORLD WILDLIFE FUND$5KCONCORD NH PUBLIC SCHOOL…$5KNEWTON FOOD PANTRY$1K

Grant Size Distribution

41 grants across all recorded years

41<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Margaret Fuller Neighborhood House ($10,000), United Way Eagle River Valley ($10,000), Oregon Community Foundation ($5,400).

RecipientPurposeAmount
MARGARET FULLER NEIGHBORHOOD HOUSE CAMBRIDGE, MAEXEMPT PURPOSES$10,000
NEWTON FOOD PANTRY NEWTON, MAEXEMPT PURPOSES$1,000
NEWTON PUBLIC SCHOOLS NEWTON, MAEXEMPT PURPOSES$5,000
OREGON COMMUNITY FOUNDATION PORTLAND, OREXEMPT PURPOSES$5,400
UNITED WAY EAGLE RIVER VALLEY EDWARDS, COEXEMPT PURPOSES$10,000
WORLD WILDLIFE FUND WASHINGTON, DCEXEMPT PURPOSES$5,000
CONCORD NH PUBLIC SCHOOLS FOR JANE COGSWELL SCHOLARSHIP FUND CONCORD, NHEXEMPT PURPOSES$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
PATRICIA ROWETRUSTEE
PATRICK D ROWETRUSTEE
TERENCE ROWETRUSTEE

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Rowe Family Charitable Trust?

The Rowe Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWTON, MA. It holds $1.1M in total assets as of 2024.

How large is The Rowe Family Charitable Trust?

As of 2024, The Rowe Family Charitable Trust holds $1.1M in total assets with $413K in annual revenue. It awarded 7 grants totaling $41K in 2024.

Where does The Rowe Family Charitable Trust operate?

The Rowe Family Charitable Trust has awarded grants in Alabama, Colorado, District of Columbia, Massachusetts, New Hampshire, Oregon, Vermont.

What size grants does The Rowe Family Charitable Trust award?

In 2024, The Rowe Family Charitable Trust awarded 7 grants totaling $41K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is The Rowe Family Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Rowe Family Charitable Trust reported a distributable amount of $51K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Rowe Family Charitable Trust's EIN?

The Rowe Family Charitable Trust's EIN (Employer Identification Number) is 04-6869589. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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